Managing AI Analysts and Dashboards

Managing AI Analysts and Dashboards

You can access and organize your AI Analysts from the homepage—scroll to the bottom to find the AI Analysts section.

To create a new AI Analyst, click "New AI Analyst" in the top right corner.

From the project list:

  • Click the three dots (⋯) next to an AI Analyst to:

    • Open AI Setup to update the data source or Knowledge Graph

    • Duplicate or Delete the project

Managing Dashboards

Dashboard controls are located above the project section on the homepage.

Under each dashboard:

  • Click the calendar icon to schedule a report

  • Click the share icon to manage permissions or copy a sharable link

  • Click the three vertical dots (⋮) to:

    • Edit dashboard layout

    • Delete the dashboard

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